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feat: sales partner reports

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This commit is contained in:
Rohit Waghchaure 2019-03-15 16:14:51 +05:30
parent f3e5213190
commit 65d9435fd5
8 changed files with 471 additions and 0 deletions
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0
erpnext/selling/report/sales_partner_commission_summary/__init__.py Normal file
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erpnext/selling/report/sales_partner_commission_summary/sales_partner_commission_summary.js Normal file
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// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
/* eslint-disable */
frappe.query_reports["Sales Partner Commission Summary"] = {
"filters": [
{
fieldname: "sales_partner",
label: __("Sales Partner"),
fieldtype: "Link",
options: "Sales Partner"
},
{
fieldname: "doctype",
label: __("Document Type"),
fieldtype: "Select",
options: "Sales Order\nDelivery Note\nSales Invoice",
default: "Sales Order"
},
{
fieldname: "from_date",
label: __("From Date"),
fieldtype: "Date",
default: frappe.datetime.add_months(frappe.datetime.get_today(), -1),
},
{
fieldname:"to_date",
label: __("To Date"),
fieldtype: "Date",
default: frappe.datetime.get_today()
},
{
fieldname:"company",
label: __("Company"),
fieldtype: "Link",
options: "Company",
default: frappe.defaults.get_user_default("Company")
},
{
fieldname:"customer",
label: __("Customer"),
fieldtype: "Link",
options: "Customer",
},
{
fieldname:"territory",
label: __("Territory"),
fieldtype: "Link",
options: "Territory",
},
]
}

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erpnext/selling/report/sales_partner_commission_summary/sales_partner_commission_summary.json Normal file
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{
"add_total_row": 1,
"creation": "2019-03-15 15:22:15.012318",
"disable_prepared_report": 0,
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"idx": 0,
"is_standard": "Yes",
"letter_head": "Gadgets International",
"modified": "2019-03-15 15:22:15.012318",
"modified_by": "Administrator",
"module": "Selling",
"name": "Sales Partner Commission Summary",
"owner": "Administrator",
"prepared_report": 0,
"ref_doctype": "Sales Order",
"report_name": "Sales Partner Commission Summary",
"report_type": "Script Report",
"roles": [
{
"role": "Sales Manager"
},
{
"role": "Maintenance User"
}
]
}

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erpnext/selling/report/sales_partner_commission_summary/sales_partner_commission_summary.py Normal file
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# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe
from frappe import msgprint, _
from frappe.utils import flt
def execute(filters=None):
if not filters: filters = {}
columns = get_columns(filters)
data = get_entries(filters)
return columns, data
def get_columns(filters):
if not filters.get("doctype"):
msgprint(_("Please select the document type first"), raise_exception=1)
columns =[
{
"label": _(filters["doctype"]),
"options": filters["doctype"],
"fieldname": "name",
"fieldtype": "Link",
"width": 140
},
{
"label": _("Customer"),
"options": "Customer",
"fieldname": "customer",
"fieldtype": "Link",
"width": 140
},
{
"label": _("Territory"),
"options": "Territory",
"fieldname": "territory",
"fieldtype": "Link",
"width": 100
},
{
"label": _("Posting Date"),
"fieldname": "posting_date",
"fieldtype": "Date",
"width": 100
},
{
"label": _("Amount"),
"fieldname": "amount",
"fieldtype": "Currency",
"width": 120
},
{
"label": _("Sales Partner"),
"options": "Sales Partner",
"fieldname": "sales_partner",
"fieldtype": "Link",
"width": 140
},
{
"label": _("Commission Rate %"),
"fieldname": "commission_rate",
"fieldtype": "Data",
"width": 100
},
{
"label": _("Total Commission"),
"fieldname": "total_commission",
"fieldtype": "Currency",
"width": 120
}
]
return columns
def get_entries(filters):
date_field = ("transaction_date" if filters.get('doctype') == "Sales Order"
else "posting_date")
conditions = get_conditions(filters, date_field)
entries = frappe.db.sql("""
SELECT
name, customer, territory, {0} as posting_date, base_net_total as amount,
sales_partner, commission_rate, total_commission
FROM
`tab{1}`
WHERE
{2} and docstatus = 1 and sales_partner is not null
and sales_partner != '' order by name desc, sales_partner
""".format(date_field, filters.get('doctype'), conditions), filters, as_dict=1)
return entries
def get_conditions(filters, date_field):
conditions = "1=1"
for field in ["company", "customer", "territory"]:
if filters.get(field):
conditions += " and {0} = %({1})s".format(field, field)
if filters.get("sales_partner"):
conditions += " and sales_partner = %(sales_partner)s"
if filters.get("from_date"):
conditions += " and {0} >= %(from_date)s".format(date_field)
if filters.get("to_date"):
conditions += " and {0} <= %(to_date)s".format(date_field)
return conditions

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erpnext/selling/report/sales_partner_wise_transaction_summary/__init__.py Normal file
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erpnext/selling/report/sales_partner_wise_transaction_summary/sales_partner_wise_transaction_summary.js Normal file
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// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
/* eslint-disable */
frappe.query_reports["Sales Partner-wise Transaction Summary"] = {
"filters": [
{
fieldname: "sales_partner",
label: __("Sales Partner"),
fieldtype: "Link",
options: "Sales Partner"
},
{
fieldname: "doctype",
label: __("Document Type"),
fieldtype: "Select",
options: "Sales Order\nDelivery Note\nSales Invoice",
default: "Sales Order"
},
{
fieldname: "from_date",
label: __("From Date"),
fieldtype: "Date",
default: frappe.datetime.add_months(frappe.datetime.get_today(), -1),
},
{
fieldname:"to_date",
label: __("To Date"),
fieldtype: "Date",
default: frappe.datetime.get_today()
},
{
fieldname:"company",
label: __("Company"),
fieldtype: "Link",
options: "Company",
default: frappe.defaults.get_user_default("Company"),
reqd: 1
},
{
fieldname:"item_group",
label: __("Item Group"),
fieldtype: "Link",
options: "Item Group",
},
{
fieldname:"brand",
label: __("Brand"),
fieldtype: "Link",
options: "Brand",
},
{
fieldname:"customer",
label: __("Customer"),
fieldtype: "Link",
options: "Customer",
},
{
fieldname:"territory",
label: __("Territory"),
fieldtype: "Link",
options: "Territory",
},
{
fieldname:"show_return_entries",
label: __("Show Return Entries"),
fieldtype: "Check",
default: 0,
},
]
}

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erpnext/selling/report/sales_partner_wise_transaction_summary/sales_partner_wise_transaction_summary.json Normal file
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{
"add_total_row": 1,
"creation": "2019-03-15 16:21:16.088831",
"disable_prepared_report": 0,
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"idx": 0,
"is_standard": "Yes",
"letter_head": "Gadgets International",
"modified": "2019-03-15 16:21:16.088831",
"modified_by": "Administrator",
"module": "Selling",
"name": "Sales Partner-wise Transaction Summary",
"owner": "Administrator",
"prepared_report": 0,
"ref_doctype": "Sales Order",
"report_name": "Sales Partner-wise Transaction Summary",
"report_type": "Script Report",
"roles": [
{
"role": "Sales User"
},
{
"role": "Sales Manager"
},
{
"role": "Maintenance User"
},
{
"role": "Accounts User"
},
{
"role": "Stock User"
}
]
}

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erpnext/selling/report/sales_partner_wise_transaction_summary/sales_partner_wise_transaction_summary.py Normal file
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# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe
from frappe import msgprint, _
from frappe.utils import flt
def execute(filters=None):
if not filters: filters = {}
columns = get_columns(filters)
data = get_entries(filters)
return columns, data
def get_columns(filters):
if not filters.get("doctype"):
msgprint(_("Please select the document type first"), raise_exception=1)
columns =[
{
"label": _(filters["doctype"]),
"options": filters["doctype"],
"fieldname": "name",
"fieldtype": "Link",
"width": 140
},
{
"label": _("Customer"),
"options": "Customer",
"fieldname": "customer",
"fieldtype": "Link",
"width": 140
},
{
"label": _("Territory"),
"options": "Territory",
"fieldname": "territory",
"fieldtype": "Link",
"width": 100
},
{
"label": _("Posting Date"),
"fieldname": "posting_date",
"fieldtype": "Date",
"width": 100
},
{
"label": _("Item Code"),
"fieldname": "item_code",
"fieldtype": "Link",
"options": "Item",
"width": 100
},
{
"label": _("Item Group"),
"fieldname": "item_group",
"fieldtype": "Link",
"options": "Item Group",
"width": 100
},
{
"label": _("Brand"),
"fieldname": "brand",
"fieldtype": "Link",
"options": "Brand",
"width": 100
},
{
"label": _("Quantity"),
"fieldname": "qty",
"fieldtype": "Float",
"width": 120
},
{
"label": _("Rate"),
"fieldname": "rate",
"fieldtype": "Currency",
"width": 120
},
{
"label": _("Amount"),
"fieldname": "amount",
"fieldtype": "Currency",
"width": 120
},
{
"label": _("Sales Partner"),
"options": "Sales Partner",
"fieldname": "sales_partner",
"fieldtype": "Link",
"width": 140
},
{
"label": _("Commission Rate %"),
"fieldname": "commission_rate",
"fieldtype": "Data",
"width": 100
},
{
"label": _("Commission"),
"fieldname": "commission",
"fieldtype": "Currency",
"width": 120
},
{
"label": _("Currency"),
"fieldname": "currency",
"fieldtype": "Link",
"options": "Currency",
"width": 120
}
]
return columns
def get_entries(filters):
date_field = ("transaction_date" if filters.get('doctype') == "Sales Order"
else "posting_date")
conditions = get_conditions(filters, date_field)
entries = frappe.db.sql("""
SELECT
dt.name, dt.customer, dt.territory, dt.{date_field} as posting_date, dt.currency,
dt_item.base_net_rate as rate, dt_item.qty, dt_item.base_net_amount as amount,
((dt_item.base_net_amount * dt.commission_rate) / 100) as commission,
dt_item.brand, dt.sales_partner, dt.commission_rate, dt_item.item_group, dt_item.item_code
FROM
`tab{doctype}` dt, `tab{doctype} Item` dt_item
WHERE
{cond} and dt.name = dt_item.parent and dt.docstatus = 1
and dt.sales_partner is not null and dt.sales_partner != ''
order by dt.name desc, dt.sales_partner
""".format(date_field=date_field, doctype=filters.get('doctype'),
cond=conditions), filters, as_dict=1)
return entries
def get_conditions(filters, date_field):
conditions = "1=1"
for field in ["company", "customer", "territory", "sales_partner"]:
if filters.get(field):
conditions += " and dt.{0} = %({1})s".format(field, field)
if filters.get("from_date"):
conditions += " and dt.{0} >= %(from_date)s".format(date_field)
if filters.get("to_date"):
conditions += " and dt.{0} <= %(to_date)s".format(date_field)
if not filters.get('show_return_entries'):
conditions += " and dt_item.qty > 0.0"
if filters.get('brand'):
conditions += " and dt_item.brand = %(brand)s"
if filters.get('item_group'):
lft, rgt = frappe.get_cached_value('Item Group',
filters.get('item_group'), ['lft', 'rgt'])
conditions += """ and dt_item.item_group in (select name from
`tabItem Group` where lft >= %s and rgt <= %s)""" % (lft, rgt)
return conditions